PARTNER WERDEN

Optimieren Sie Ihr Geschäftsmodell und profitieren Sie von den Vorteilen der Partnerschaft.

Warum BfV?

Operational Excellence

Stabile Prozesse, Backoffice und Unterstützung.

Investment Excellence

Strategien und Lösungen für anspruchsvolle Kunden.

Digitale Infrastruktur

Tools und Portale für moderne Beratung.

You can access our services via Easyweb.

How partnership with BfV works

1. Onboard quickly

We set up your access, define the scope and align on your target clientele and workflows.

2. Build your offer

Combine our liability umbrella, portfolio solutions and advisory services into a model that fits your business.

3. Grow with support

Use our research, reporting and digital infrastructure to scale efficiently—supported by dedicated experts.

Key advantages

Professional back office

Operational processes, documentation and reporting designed for regulated advisory workflows.

  • Client and portfolio reporting
  • Structured onboarding & documentation support
  • Compliance-friendly processes

Investment excellence

Strategies and implementation options for demanding clients—across mandates, funds and model portfolios.

  • Portfolio management & fund-based solutions
  • Research and market views
  • Risk-oriented portfolio construction

Digital infrastructure

Tools and portals that support modern advisory—fast, transparent and secure.

  • Client portal & document access
  • Interfaces for efficient workflows
  • Secure communication

Flexible product portfolio

Choose the building blocks that match your model—from umbrella solutions to private investing.

  • Liability umbrella
  • Private investing & mandates
  • Funds advisory

Frequently asked questions

Who is the partnership for?

For financial and insurance advisors, asset managers, fund managers and private bankers who want a robust infrastructure and reliable execution.

How fast can we start?

After an initial alignment, onboarding and access setup can be initiated immediately, followed by a phased go-live.

Do you provide research?

Yes—our investment research supports decision-making and helps you communicate market views to clients.

How do we get in touch?

Use the contact page to reach our team. We’ll respond with next steps and the required information.

UNS VERTRAUEN PROFIS

Ausgewählte Stimmen von Partnern, die mit BfV arbeiten.

Robert Clark
Robert Clark
Unabhängiger Berater

“Klare Prozesse, starker Support und ein Produktangebot, das schnelle Kundenlösungen ermöglicht.”

Martin Vendogurov
Martin Vendogurov
Wealth Manager

“Das digitale Portal und das Reporting reduzieren den operativen Aufwand – wir fokussieren uns auf Mandanten.”

Angelika Cortes
Angelika Cortes
Finanzprofi

“Ein verlässlicher Partner mit Service-Mindset – reaktionsschnell, strukturiert und transparent.”